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WEEK IN REVIEW: Seoul Summit Signals Reset in China–U.S. Ties

U.S. President Donald Trump left South Korea after the conclusion of his bilateral summit with his Chinese counterpart, Xi Jinping, earlier today. Trump reportedly said the meeting was “amazing” and that the two “agreed on almost everything.” In his opening statement, Xi said it is normal for the ...

China Drives Indonesia’s Push for Clean Energy and More Coal

China sits at the heart of Indonesia’s energy paradox — driving the country’s ambitious shift toward renewables while remaining deeply entrenched in its coal economy. Chinese financing and technology are accelerating Indonesia’s clean energy buildout, from nickel refining to electric vehicles ...

Chinese EV Giant Reenters South African Market

The Chinese car company Geely has announced it will return to South Africa, about a decade after it withdrew from the market. It has reportedly secured 35 dealerships around the country, aiming for 40 before its official launch. South Africa’s ...

A Rosy Road Ahead? Chinese Documentary on EVs in Thailand Arrives as Doubts Mount

Framed like a hopeful road trip into Thailand’s EV future, Auto Roam is a glossy branded documentary by Chinese automotive media Autohome, following a diverse cast of local EV adopters to portray how Chinese electric vehicles are reshaping everyday life in Thailand. Slick, upbeat, and unmistakably ...

Trump’s Executive Orders, China, and the Global South

U.S. President Donald Trump signed a raft of executive orders on his first day in office that will significantly shift the United States’s relationship with the developing world. The orders, while framed as promoting the interests of the U.S. voters, will ...

Analysis from Cobus van Staden

Looking Beyond “Useful Africa” at the Mining Indaba

With U.S.-South Africa ties in the deep freeze, it was notable to see the sheer size of the U.S. delegation sent to this week’s Mining Indaba in Cape Town – one of the most prominent industry gatherings and one of the few where the Global South gets a prominent voice.
The Trump administration’s famous Afrophobia seems (momentarily at least) tempered by its greed for minerals. It is reportedly walking ...

WEEK in REVIEW: Chinese FM Criticizes US Missile Deployment in the Philippines

Chinese naval and air forces conducted patrols around a flashpoint reef in the South China Sea on Saturday after a slew of tense encounters with the Philippines in the disputed waterway in recent months. The patrols coincided with joint exercises carried out by the United States, Australia, Japan, ...

China’s Role in the DR Congo Cobalt Supply Chain: Who’s Who?

This report serves as a companion piece to CGSP’s Interactive Cobalt Tracker. While the map provides detailed, up-to-date data on the cobalt industry in the Democratic Republic of the Congo, this report offers the broader context needed to understand that data.

Nickel Nexus: Indonesia’s China-Backed Nickel-to-Battery Ambition

This report serves as a companion piece to CGSP’s Nickel Tracking Map. While the map provides detailed, up-to-date data on Indonesia's nickel industry, this report offers the broader context needed to understand that data. It traces the evolution of the industry, examines China’s involvement, and analyzes ...

China’s Global Car “Blitzkrieg”: 6 Million Exports Set to Shake the Auto Industry

Ford Motor CEO Jim Farley recently returned from one of his regular visits to China and warned his team at the company's headquarters in Dearborn, Michigan, that the venerable automaker faces an "existential threat" from Chinese automakers. Farley should be ...

Saudi Looks to Team Up With China to Build EV Supply Chain, From Metals to Manufacturing

Saudi Arabia's Minister of Industry and Mineral Resources Bandar Ibrahim Alkhorayef arrived in Guangzhou last week, a midway stop in an Asian tour that he hopes will help the Kingdom to become a major player in the burgeoning electric vehicle industry. ...

Everything You Need To Know About FOCAC 2024

With the ninth Forum on China-Africa Cooperation (FOCAC) now concluded, key themes and outcomes from the meeting have come into focus. While China and Africa remain aligned on many critical issues, the balance between their converging and diverging interests shaped the results of FOCAC 2024 in ...

The Impact of Chinese Overcapacity on Developing Countries

South Africa this week joined a growing list of developing countries around the world that have introduced tariffs on certain Chinese imports to protect local producers. Indonesia, Mexico, Chile, and Brazil, among others, have also introduced similar duties on Chinese steel ...
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